An "Action" within Automations refers to a specific operation or task that is executed automatically as part of a predefined Automation workflow. Actions are triggered based on certain Conditions, variables, or events, allowing you to streamline and automate routine tasks.
Automated actions in Optix include:
Creating a Task
Sending a Message to a User/Team
Sending an Email to a User/Team
Changing a User's Account type
Changing a User's Account status
Posting to the Community feed
and more
These Actions enable you to automate and simplify your workflow, ensuring that critical tasks are completed without manual intervention.
Note: All Optix subscriptions include unlimited default Automations (that have not been customized).